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Financial Foundation Program

Truliant’s Financial Foundation Program represents our commitment to enhancing the financial lives of our members. The program involves education, one on one counseling, development of a financial plan and a financial commitment to our members’ future. The cost for developing an in-depth personalized plan to help you grow and prosper financially --- simply your time.

Truliant’s Commitment to You:

  • Straightforward advice from trained financial professionals
  • A personalized financial plan to reach your spending, debt or savings goals
  • Establishment of a systematic savings plan
  • A 12-month “First Brick” certificate with a 3% return
  • $100 bonus dividend at certificate opening for completing the plan

Your Commitment:

  • Truliant checking account with direct deposit
  • Active Truliant debit card
  • Truliant Online Banking
  • Systematic savings into your “First Brick” certificate of at least $10 monthly
  • Follow up meeting with Truliant staff within 12 months to track your plan progress

Your commitment to us involves no fees, no hidden costs and no catches. Truliant simply needs your time and commitment to a plan to set you out on your path to building your Financial Foundation.

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